Overview
You access the Package Assignments window accessed from the WinTeam Insurance Benefits module. On this window, you can manually assign Benefit Templates or packages based on several filter criteria, and customize packages on an individual basis. You can automatically assign standard, predefined packages to employees. You can assign for all Jobs, or pick specific Jobs. You may also filter for Employee Types, Classifications, Locations and/or Companies. For example, this may be used for employers with multiple plans by region or those with multiple union plan offerings, assigned to groups of employees based on their benefit class.
After providing a Description for the package grouping and an Effective Date, define the details for the package including the Benefit Class, Offering, Pricing and Eligibility. You can create the package here or using a Template created in Benefit Templates.
If applicable, on the Job Filters tab, select the Tier and options to which this package applies. You can also create a list of Jobs or Include or Exclude Jobs from your Tier listing.
On the Employee Filters tab, use any of the criteria to further filter to what employees this package will apply. For example, a package may only to the full-time hourly employees in specific locations and who work at Jobs in specific Tiers, excluding those who work at other specific Jobs.
Additional Ways to Assign Benefit Packages
You can also automatically assign packages to employees by:
- Default using a benefit template
- Using a benefits package based on an employee's job
Default
A default value can be set to help automate the process of assigning a benefit template. The Default template is assigned to an employee if there is not a value assigned by some other means, such as Package Assignments or Benefits by Job.
This is the simplest method of defaulting a package to an employee and it is most applicable for any company with only one benefits package.
Job
Benefits are associated to an employee using the benefit class which is assigned to an employee when you select a job title for the employee on the Employee Master File screen Pay Info tab in the Titles box.
This is the most specific level of defaulting a package to an employee. See Benefits by Job.
For those companies with multiple plans (for example, due to union contracts or other agreements), Benefit Templates can be assigned by Job. The template will then be assigned to an employee based on the primary Job setting. A Benefit Template can be assigned by Job or you can select any combination of Benefit Class, Offering, Pricing and Eligibility needed for that particular Job.
The Benefits Review screen displays the setup for all Jobs using Benefits by Job.
See Assigning Benefit Packages for more information.